Archives: September 2010

We're Going to Tell Them What to Do?

Posted by: Tom Keene on September 29

FX Chartapalooza ADXY INDEX GP Q ROLL: Here is a snapshot of ascendant Asia. Its ADXY (35% renminbi, 14% Korea, 10% Singapore...). Note the lessons learned in 1997 (the collapse...

Our Social Astronomy

Posted by: Tom Keene on September 27

Real Rates Matter As a rule, we don't read enough about saving. Saving in economics is different than saving at the kitchen table. Read more on saving. Martin Feldstein addresses...

Thank God We're Well-Anchored

Posted by: Tom Keene on September 23

Housing Chartapalooza "The U.S. FHFA house price index fell to its lowest level since September 2004 suggesting, that price expectations need to be stabilised soon otherwise weak asset liability ratios...

Go Big Green

Posted by: Tom Keene on September 20

Taylor Sees An Eerie Similarity. John Taylor's Economics One is must-read. Each essay informs with his famed lighter touch and smart, often Ph.D-level charts. This chart is simple and eerie....

A Commonality of Purpose

Posted by: Tom Keene on September 15

Japan Is Not Switzerland The Swiss National Bank is a respected institution that is drowning in success. As Europe transparently flails around, the Swiss take advantage of geography, culture, convenient...

"There Are No Breaks For Anyone Today"

Posted by: Tom Keene on September 11

Lauren Smith, I Will Try Harder This Year I was wrong. I figured it would get easier. Easier for me and for those far more touched by the 11th of...

Unpave the Road of Good Intentions

Posted by: Tom Keene on September 08

Walk Back to the Dugout Call it a strategic, chronic, persistent mistake. That would be the media's guesstimate of how often investors/traders get it right. Summary: investing/trading/speculating is dramatically harder...

...Only Thunder in the Distance

Posted by: Tom Keene on September 06

The Cauldron of the Home Front How to capture the spirit of Labor Day? Look back to David Kennedy's Freedom from Fear which rewards on every page. Every time someone...

I'm Sorry Carmen & Ken, This Time is Different

Posted by: Tom Keene on September 02

Homer & Leibowitz Suggest Toxic Combination Is there a bond bubble? Chris Whalen, of Institutional Risk Analytics, reaches back-to-the-past at zerohedge.com and drags out the classic Inside the Yield Book....

Johnny Damon, Detroit, Michigan

Posted by: Tom Keene on September 01

Mission Graduated A new name. Rong Qian, of the University of Maryland, launches a must-read essay with Reinhart & Rogoff. She suggests that mission accomplished is as silly in economics...